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Energy Efficiency

Efficiency is the cheapest energy there is — insulation, better motors, heat pumps, controls, and lighting that cut consumption instead of adding supply. Building codes and utility rebates create much of the demand.

31 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2551
DA
DSC Advisors
Illinois
$322K +$36.7K 1 0.33% Increased
2552
SAM
Security Asset Management
New York
$322K -$11.1K 1 0.13% Reduced
2553
SAS
Stelac Advisory Services
New York
$321K -$665K 1 0.09% Reduced
2554
WWM
Wolff Wiese Magana
California
$321K -$1.24K 4 0.23% Reduced
2555
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$320K -$201K 1 0.05% Reduced
2556
CHA
Cooper/Haims Advisors
New York
$319K -$98.3K 1 0.19% Reduced
2557
CPA
Cowen Prime Advisors
New York
$319K $0 1 0.12% Maintained
2558
TA
TrueWealth Advisors
Alabama
$319K $0 1 0.18% Maintained
2559
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$319K +$2.44K 4 0.25% Increased
2560
ACM
Adalta Capital Management
New York
$318K $0 1 0.18% Maintained
2561
PEA
Pacific Edge Advisors
California
$318K $0 1 0.15% Maintained
2562
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$317K -$11.2K 1 0.93% Reduced
2563
Circle Wealth Management
Circle Wealth Management
New Jersey
$316K +$213 1 0.05% Increased
2564
Elgethun Capital Management
Elgethun Capital Management
South Dakota
$316K +$1.49K 1 0.11% Increased
2565
NewSquare Capital
NewSquare Capital
Pennsylvania
$315K +$26.4K 1 0.04% Increased
2566
Wescott Financial Advisory Group
Wescott Financial Advisory Group
Pennsylvania
$315K +$769 1 0.18% Increased
2567
PCFFS
Pacific Center for Financial Services
California
$314K +$213 2 0.14% Increased
2568
SDAM
Shulman DeMeo Asset Management
New York
$314K +$335K 1 0.27% New
2569
UHC
Union Heritage Capital
Michigan
$314K $0 1 0.15% Maintained
2570
BL
Bleichroeder LP
New York
$311K $0 1 0.05% Maintained
2571
Inspire Advisors
Inspire Advisors
Idaho
$311K -$135K 1 0.1% Reduced
2572
St Louis Trust
St Louis Trust
Missouri
$311K -$70.9K 1 0.08% Reduced
2573
Port Capital
Port Capital
Illinois
$309K $0 1 0.02% Maintained
2574
Gryphon Financial Partners
Gryphon Financial Partners
Ohio
$307K +$16.2K 1 0.07% Increased
2575
PFC
Poplar Forest Capital
California
$307K $0 1 0.03% Maintained